Who owns PRF
Which tracked institutional funds hold PRF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PRF company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on PRF is one-sided between 2026-Q1 and 2026-Q2: 176 added or opened and 30 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PRF’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.4% of theirs — a 0.3pp gap the other way — the median holder sizes PRF more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PRF divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 564 tracked filers holding PRF, 229 increased or opened the position and 208 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in PRF between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 9
- CI INVESTMENTS INC.$86M
- GATEWAY INVESTMENT ADVISERS LLC$2M
- Envision Financial Transparency, LLC$2M
- BRIGHTON JONES LLC$1M
- Nuveen, LLC$993K
- KINTRA WEALTH, LLC$898K
Full exits 22
- HighTower Advisors, LLC$28M
- Penserra Capital Management LLC$26M
- Cambridge Investment Research Advisors, Inc.$24M
- McIlrath & Eck, LLC$19M
- Goodman Advisory Group, LLC$18M
- Wood Tarver Financial Group, LLC$12M
Largest adds
- AMERIPRISE FINANCIAL INC$68M
- BANK OF AMERICA CORP /DE/$62M
- WCG Wealth Advisors LLC$30M
- ENVESTNET ASSET MANAGEMENT INC$29M
- LPL Financial LLC$29M
- COMMONWEALTH EQUITY SERVICES, LLC$26M
Largest trims
- Invesco Ltd.$66M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6M
- Independent Advisor Alliance$3M
- RENAISSANCE TECHNOLOGIES LLC$1M
- Gateway Wealth Partners, LLC$1M
- VALLEY NATIONAL ADVISERS INC$431K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 10,913,014 | $590M | 11.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 7,906,162 | $429M | 8.4% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 4,845,541 | $262M | 5.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 4,787,226 | $259M | 5.0% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 3,577,537 | $193M | 3.8% | 2026-Q2 |
| Mariner, LLC added | 3,028,669 | $164M | 3.2% | 2026-Q2 |
| LPL Financial LLC added | 2,999,878 | $162M | 3.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 2,717,237 | $147M | 2.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 2,244,137 | $121M | 2.4% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 2,175,841 | $118M | 2.3% | 2026-Q2 |
| MORGAN STANLEY added | 2,130,186 | $115M | 2.2% | 2026-Q2 |
| Arbor Investment Advisors, LLC added | 2,054,047 | $111M | 2.2% | 2026-Q2 |
| Linscomb Wealth, Inc. trimmed | 1,930,191 | $104M | 2.0% | 2026-Q2 |
| CI INVESTMENTS INC. new | 1,594,635 | $86M | 1.7% | 2026-Q2 |
| Focus Partners Wealth trimmed | 1,590,833 | $86M | 1.7% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 1,581,355 | $85M | 1.7% | 2026-Q2 |
| Berman McAleer LLC trimmed | 1,558,975 | $84M | 1.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,539,147 | $83M | 1.6% | 2026-Q2 |
| Invesco Ltd. trimmed | 1,481,520 | $80M | 1.6% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 1,283,319 | $69M | 1.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 1,231,992 | $67M | 1.3% | 2026-Q2 |
| Larson Financial Group LLC added | 1,123,915 | $61M | 1.2% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 1,100,004 | $59M | 1.2% | 2026-Q2 |
| Cetera Investment Advisers added | 971,329 | $52M | 1.0% | 2026-Q2 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. trimmed | 910,610 | $49M | 1.0% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 882,845 | $48M | 0.9% | 2026-Q2 |
| Garrett Wealth Advisory Group, LLC added | 805,225 | $44M | 0.8% | 2026-Q2 |
| UBS Group AG trimmed | 780,830 | $42M | 0.8% | 2026-Q2 |
| AlphaCore Capital LLC trimmed | 767,465 | $41M | 0.8% | 2026-Q2 |
| GRIMES & Co WEALTH MANAGEMENT, LLC trimmed | 745,956 | $40M | 0.8% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 725,462 | $39M | 0.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 715,210 | $39M | 0.8% | 2026-Q2 |
| Equitable Holdings, Inc. added | 668,640 | $36M | 0.7% | 2026-Q2 |
| Pinnacle Financial Group, LLC / IL trimmed | 665,074 | $36M | 0.7% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC added | 656,475 | $35M | 0.7% | 2026-Q2 |
| WCG Wealth Advisors LLC added | 622,011 | $34M | 0.7% | 2026-Q2 |
| Klingman & Associates, LLC trimmed | 614,153 | $33M | 0.6% | 2026-Q2 |
| Charter Capital Management, LLC\DE added | 604,491 | $33M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 601,650 | $32M | 0.6% | 2026-Q2 |
| Charles Schwab Trust Co trimmed | 577,465 | $31M | 0.6% | 2026-Q2 |
| SAXON INTERESTS, INC. added | 575,363 | $31M | 0.6% | 2026-Q2 |
| Boulder Wealth Advisors, LLC added | 565,247 | $31M | 0.6% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 549,418 | $30M | 0.6% | 2026-Q2 |
| BOYUM WEALTH ARCHITECTS LLC added | 535,648 | $29M | 0.6% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 526,029 | $28M | 0.6% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 524,792 | $28M | 0.6% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 518,814 | $28M | 0.5% | 2026-Q2 |
| Wharton Business Group, LLC | 495,030 | $27M | 0.5% | 2026-Q2 |
| Forvis Mazars Wealth Advisors, LLC trimmed | 474,260 | $26M | 0.5% | 2026-Q2 |
| Breakwater Capital Group trimmed | 446,062 | $24M | 0.5% | 2026-Q2 |
| Pettinga Financial Advisors LLC added | 429,194 | $23M | 0.5% | 2026-Q2 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC added | 427,695 | $23M | 0.5% | 2026-Q2 |
| Cornerstone Wealth Management, LLC added | 399,520 | $22M | 0.4% | 2026-Q2 |
| World Investment Advisors | 398,063 | $19M | 0.4% | 2026-Q2 |
| Allworth Financial LP trimmed | 371,630 | $20M | 0.4% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 362,647 | $20M | 0.4% | 2026-Q2 |
| Montz Harcus Wealth Management LLC added | 344,750 | $19M | 0.4% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 327,806 | $18M | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 324,372 | $18M | 0.3% | 2026-Q2 |
| Ted Buchan & Co trimmed | 321,769 | $17M | 0.3% | 2026-Q2 |
| Baker Ellis Asset Management LLC trimmed | 315,796 | $17M | 0.3% | 2026-Q2 |
| Clear Harbor Asset Management, LLC added | 315,376 | $17M | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 312,306 | $17M | 0.3% | 2026-Q2 |
| Wealthspire Retirement, LLC trimmed | 307,679 | $17M | 0.3% | 2026-Q2 |
| Creative Planning added | 296,645 | $16M | 0.3% | 2026-Q2 |
| Essex Financial Services, Inc. added | 278,290 | $15M | 0.3% | 2026-Q2 |
| GLENMEDE TRUST CO NA trimmed | 271,469 | $15M | 0.3% | 2026-Q2 |
| Stonebridge Financial Group, LLC trimmed | 265,962 | $14M | 0.3% | 2026-Q2 |
| Quantinno Capital Management LP added | 261,666 | $14M | 0.3% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 259,970 | $14M | 0.3% | 2026-Q2 |
| Compass Financial Group, Inc. trimmed | 259,744 | $14M | 0.3% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 259,061 | $14M | 0.3% | 2026-Q2 |
| FMR LLC added | 237,118 | $13M | 0.2% | 2026-Q2 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC trimmed | 235,402 | $13M | 0.2% | 2026-Q2 |
| Rodgers & Associates, LTD trimmed | 229,435 | $12M | 0.2% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 228,572 | $12M | 0.2% | 2026-Q2 |
| JNBA Financial Advisors trimmed | 210,945 | $11M | 0.2% | 2026-Q2 |
| Trinity Legacy Partners, LLC trimmed | 210,581 | $12M | 0.2% | 2026-Q2 |
| Bouvel Investment Partners, LLC added | 204,067 | $11M | 0.2% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 199,277 | $11M | 0.2% | 2026-Q2 |
| Cerity Partners LLC trimmed | 195,389 | $11M | 0.2% | 2026-Q2 |
| Arlington Financial Advisors, LLC trimmed | 190,590 | $10M | 0.2% | 2026-Q2 |
| WIMMER ASSOCIATES 1, LLC added | 189,779 | $10M | 0.2% | 2026-Q2 |
| Woodside Wealth Management LLC added | 175,165 | $9M | 0.2% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 173,883 | $9M | 0.2% | 2026-Q2 |
| Marion Wealth Management added | 171,946 | $9M | 0.2% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 170,687 | $9M | 0.2% | 2026-Q2 |
| Resonant Capital Advisors, LLC | 170,207 | $9M | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 167,883 | $9M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 164,935 | $9M | 0.2% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 152,694 | $8M | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 149,370 | $8M | 0.2% | 2026-Q2 |
| Prosperity Consulting Group, LLC trimmed | 148,117 | $8M | 0.2% | 2026-Q2 |
| Three Bridge Wealth Advisors, LLC added | 143,409 | $8M | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 141,996 | $8M | 0.1% | 2026-Q2 |
| Ellevest, Inc. added | 140,355 | $8M | 0.1% | 2026-Q2 |
| Johnson & White Wealth Management, LLC added | 136,615 | $7M | 0.1% | 2026-Q2 |
| Intelligence Driven Advisers, LLC trimmed | 135,580 | $7M | 0.1% | 2026-Q2 |
| Creative Capital Management Investments LLC trimmed | 134,165 | $7M | 0.1% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC added | 131,505 | $7M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.